Anic Equity¶
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Total return since start: 0.582 %¶
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Equity now: -----------------------------> 48330.24 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 44268.64 Kr¶
PnL: ---------------------------------------> -787.36 Kr¶
DD now: ---------------------------------> -9.017 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-07 11:34:28.738669'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.490000 | 1620.540000 | 151.540000 | 10.320000 | 1468.999998 |
| Hexatronic Group | 12 | 6.140000 | 1058.400000 | 91.400000 | 9.450000 | 966.999996 |
| Hoist Finance | 35 | 0.000000 | 1013.250000 | 33.250000 | 3.390000 | 980.000000 |
| OX2 | 13 | -0.330000 | 968.500000 | 18.500000 | 1.950000 | 949.999999 |
| VEF | 909 | 1.990000 | 1867.090000 | 17.090000 | 0.920000 | 1850.000436 |
| INVISIO | 16 | 1.310000 | 3704.000000 | 15.000000 | 0.410000 | 3689.000000 |
| Clas Ohlson B | 12 | 5.990000 | 987.600000 | 14.600000 | 1.500000 | 972.999996 |
| BioGaia B | 8 | 3.420000 | 942.400000 | 12.400000 | 1.330000 | 930.000000 |
| Gränges | 9 | 2.060000 | 935.100000 | 7.100000 | 0.770000 | 927.999999 |
| HEXPOL B | 9 | 1.610000 | 1025.100000 | 4.100000 | 0.400000 | 1020.999996 |
| Sagax B | 4 | 0.230000 | 857.600000 | 3.600000 | 0.420000 | 854.000000 |
| Sagax A | 4 | 0.470000 | 856.000000 | 2.000000 | 0.230000 | 854.000000 |
| JM | 6 | -1.310000 | 861.000000 | -3.000000 | -0.350000 | 864.000000 |
| Bilia A | 8 | 1.550000 | 892.000000 | -8.000000 | -0.890000 | 900.000000 |
| AcadeMedia | 8 | -2.640000 | 389.440000 | -12.560000 | -3.120000 | 402.000000 |
| Byggmax Group | 33 | 2.440000 | 943.140000 | -12.860000 | -1.350000 | 956.000001 |
| Catena | 2 | -2.360000 | 778.400000 | -13.600000 | -1.720000 | 792.000000 |
| Atrium Ljungberg B | 5 | -4.660000 | 920.000000 | -15.000000 | -1.600000 | 935.000000 |
| Biotage | 7 | -1.280000 | 917.700000 | -23.300000 | -2.480000 | 940.999997 |
| Creaspac SPAC | 39 | 0.210000 | 3693.300000 | -24.700000 | -0.660000 | 3717.999987 |
| Addnode Group B | 11 | 1.940000 | 895.950000 | -25.050000 | -2.720000 | 921.000003 |
| SKF B | 5 | 1.250000 | 911.500000 | -28.500000 | -3.030000 | 940.000000 |
| ASSA ABLOY B | 3 | -0.400000 | 750.000000 | -29.000000 | -3.720000 | 779.000001 |
| EQT | 4 | 0.730000 | 799.000000 | -33.000000 | -3.970000 | 832.000000 |
| Nordic Waterproofing Holding | 7 | -0.300000 | 931.000000 | -36.000000 | -3.720000 | 966.999999 |
| Alimak Group | 11 | 0.870000 | 891.000000 | -37.000000 | -3.990000 | 927.999996 |
| Latour B | 4 | 0.890000 | 813.200000 | -43.800000 | -5.110000 | 857.000000 |
| Vitec Software Group B | 2 | 1.570000 | 1033.000000 | -54.000000 | -4.970000 | 1087.000000 |
| Platzer Fastigheter Holding B | 12 | -0.790000 | 901.200000 | -59.800000 | -6.220000 | 960.999996 |
| Bufab | 3 | 1.220000 | 1047.600000 | -61.400000 | -5.540000 | 1109.000001 |
| Indutrade | 5 | -0.090000 | 1152.000000 | -66.000000 | -5.420000 | 1218.000000 |
| Orrön Energy | 180 | 0.830000 | 1968.300000 | -74.700000 | -3.660000 | 2043.000000 |
| Sedana Medical | 93 | 0.850000 | 2416.140000 | -104.860000 | -4.160000 | 2521.000011 |
| BHG Group | 97 | -0.830000 | 1281.370000 | -177.630000 | -12.170000 | 1458.999989 |
| Hexagon B | 26 | 0.080000 | 3252.600000 | -208.400000 | -6.020000 | 3461.000010 |
| TOTAL | 44274.420000 | -781.580000 | -9.00659% | 45056.000411 |
Updated:¶
'2023-07-07 11:34:10.602184'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
